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Daniel Andrew Balderston

Equitable Advisors, LLC

Dallas, TX

CRD 5179391

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-09-03
  • TX RA
    APPROVED
    Since 2007-09-03

Branch Locations

5910 N. Central Expressway Suite 1575, Dallas, TX 75206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 07/2007 06/2020
Equitable Advisors, Llc New York NY 07/2007 Present
Other Businesses

1. TRUSTEE FOR DAB 2024 INVESTMENT TRUST, SJB 2024 INVESTMENT TRUST, & TBD 2024 INVESTMENT TRUST.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-30
  • S66 Uniform Combined State Law Examination
    2007-08-30
Other Names
  • Dan Balderston

View on SEC IAPD

Nearby Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL

Nearby Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry

Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX

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